ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,472,551 | +4.0% | 42,076 | +7.2% | 0.06% | +3.2% |
| Q2 2023 | $6,223,321 | +21.4% | 39,249 | +6.4% | 0.06% | +10.7% |
| Q1 2023 | $5,124,480 | -12.2% | 36,885 | -23.8% | 0.06% | +7.7% |
| Q4 2022 | $5,834,737 | -99.9% | 48,409 | -49.7% | 0.05% | -16.1% |
| Q3 2022 | $5,754,749,000 | +98983.1% | 96,228 | +107.5% | 0.06% | +3.3% |
| Q2 2022 | $5,808,000 | +55.7% | 46,376 | +97.5% | 0.06% | +53.8% |
| Q1 2022 | $3,731,000 | +12.9% | 23,486 | +23.2% | 0.04% | +18.2% |
| Q4 2021 | $3,304,000 | -35.1% | 19,058 | -42.9% | 0.03% | -35.3% |
| Q3 2021 | $5,093,000 | +102.3% | 33,357 | +99.6% | 0.05% | +75.9% |
| Q2 2021 | $2,517,000 | +12.8% | 16,713 | +0.8% | 0.03% | +3.6% |
| Q1 2021 | $2,231,000 | -9.1% | 16,580 | -10.5% | 0.03% | 0.0% |
| Q4 2020 | $2,455,000 | -99.9% | 18,517 | +27.6% | 0.03% | -15.2% |
| Q3 2020 | $1,762,000,000 | – | 14,517 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
| First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
| FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
| SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
| Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
| Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
| Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
| Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
| Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
| Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |